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Procedure documentationDefining Permission Groups Locate this document in the navigation structure

 

Employees in a company can be grouped according to their roles (for example, sales people, accountants, and managers). Generally, different roles require different permissions for functions, features, and data within SAP Business One. You can assign SAP Business One users to different permission groups, based on the users' corresponding actual roles.

After assigning users to permission groups, you can grant authorization at the group level and then fine-tune each individual user's authorizations. For more information, see Defining Authorizations.

As in real life, each SAP Business One user may belong to more than one group. For example, an accounting manager may play the roles of both an accountant and a manager.

Prerequisites

You are a superuser.

Procedure

  1. To open the Permission Groups window, from the SAP Business One Main Menu, choose   Administration   System Initialization   Authorizations   Permission Groups  .

    The Permission Groups window appears, displaying existing groups in the left pane. You can select each group to edit the group name, add users to this group, and so on.

  2. To define a new group, in the Permission Groups window, choose the Create Group button.

    The OK button changes to Add.

  3. Enter a name and an optional description for the group.

  4. Select appropriate users for this group.

  5. Choose the Add button.

    A new permission group is created.

More Information

Defining Authorizations